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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,715 | $138,386+6.0% | $184,260-20.4% | $80,935+81.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 5.05% | 20.02%-15.0pp | 28.84%-23.8pp | 35.66%-30.6pp |
| Employer contribution / active EE | $4,170 | $4,851-14.0% | $6,427-35.1% | $2,757+51.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,261 | $10,489-78.4% | $13,898-83.7% | $6,924-67.3% |